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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: unquarked   😊 😞
Number: of 6243 
Subject: Re: SAP SE
Date: 02/03/26 12:26 PM
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shares of software companies have experienced a good deal of multiple compression recently, out of concern that AI will render a lot of their moats, um, evanescent.

I'm wondering whether speculative, non-value-oriented, short-term market volatility might be diminished by AI rendering more accurate estimates of fair value.

Tom
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